WallStSmart

Alphabet Inc Class C (GOOG)vsLEIFRAS Co., Ltd. American Depositary Shares (LFS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class C generates 3335% more annual revenue ($402.84B vs $11.73B). GOOG leads profitability with a 32.8% profit margin vs 3.7%. LFS trades at a lower P/E of 18.1x. GOOG earns a higher WallStSmart Score of 69/100 (B-).

GOOG

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 10.0Value: 4.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.91

LFS

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 7.0Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GOOGUndervalued (+9.6%)

Margin of Safety

+9.6%

Fair Value

$384.28

Current Price

$347.31

$36.97 discount

UndervaluedFair: $384.28Overvalued

Intrinsic value data unavailable for LFS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOG6 strengths · Avg: 10.0/10
Market CapQuality
$4.14T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.7%10/10

Every $100 of equity generates 36 in profit

Profit MarginProfitability
32.8%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
31.6%10/10

Strong operational efficiency at 31.6%

Free Cash FlowQuality
$24.55B10/10

Generating 24.6B in free cash flow

Altman Z-ScoreHealth
3.9110/10

Safe zone — low bankruptcy risk

LFS1 strengths · Avg: 10.0/10
Return on EquityProfitability
30.4%10/10

Every $100 of equity generates 30 in profit

Areas to Watch

GOOG3 concerns · Avg: 4.0/10
PEG RatioValuation
2.344/10

Expensive relative to growth rate

P/E RatioValuation
31.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

LFS3 concerns · Avg: 3.3/10
EPS GrowthGrowth
4.8%4/10

4.8% earnings growth

Market CapQuality
$52.06M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : GOOG

The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.

Bull Case : LFS

The strongest argument for LFS centers on Return on Equity.

Bear Case : GOOG

The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : LFS

The primary concerns for LFS are EPS Growth, Market Cap, Profit Margin. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

GOOG profiles as a growth stock while LFS is a value play — different risk/reward profiles.

GOOG is growing revenue faster at 18.0% — sustainability is the question.

GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.

Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GOOG scores higher overall (69/100 vs 41/100), backed by strong 32.8% margins and 18.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alphabet Inc Class C

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.

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LEIFRAS Co., Ltd. American Depositary Shares

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Leifras Co., Ltd. is a sports and social business company in Japan. The company is headquartered in Shibuya, Japan.

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